AFIA

America First Investment Advisors Portfolio holdings

AUM $501M
1-Year Est. Return 36.52%
This Quarter Est. Return
1 Year Est. Return
+36.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.9M
3
+$2.93M
4
AMZN icon
Amazon
AMZN
+$2.03M
5
MA icon
Mastercard
MA
+$1.48M

Top Sells

1
+$3.55M
2
+$2.53M
3
+$2.46M
4
ADP icon
Automatic Data Processing
ADP
+$1.19M
5
PFE icon
Pfizer
PFE
+$481K

Sector Composition

1 Financials 28.6%
2 Healthcare 16.63%
3 Energy 10.93%
4 Materials 10.84%
5 Technology 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11K ﹤0.01%
400
77
$10K ﹤0.01%
200
78
$10K ﹤0.01%
541
79
$10K ﹤0.01%
253
80
$9K ﹤0.01%
151
81
$9K ﹤0.01%
538
82
$8K ﹤0.01%
62
83
$7K ﹤0.01%
432
84
$6K ﹤0.01%
+3
85
$6K ﹤0.01%
4,000
86
$5K ﹤0.01%
40
87
$4K ﹤0.01%
500
88
$3K ﹤0.01%
+15
89
$3K ﹤0.01%
+10
90
$3K ﹤0.01%
+160
91
$3K ﹤0.01%
+109
92
$3K ﹤0.01%
+23
93
$1K ﹤0.01%
61
94
– –
-120
95
– –
-74
96
$0 ﹤0.01%
+6
1 2 3
4